Introduction
There are six standard templates that are available to be used by your organization.
- Transaction Email – Email that gets automatically sent to the customer’s email address anytime a transaction (tax- deductible) takes place or is entered in the system.
- Receipt Email – Contents of receipt (for tax-deductible donations) that is sent to the customer along with the transaction email above, the receipt is sent as an attached PDF copy.
- Transaction Non-Tax Deductible Email – Email that gets automatically sent to the customer’s email address anytime a transaction (non-tax- deductible) takes place or is entered in the system.
- Subscription Email – mail that gets automatically sent to the customer’s email address anytime a customer subscribes or a subscription is entered in the system.
- Receipt Non Tax Deductible Email – Contents of receipt (for non-tax-deductible donations) that is sent to the customer along with the transaction email above, the receipt is sent as an attached PDF copy.
- Year End Tax Receipt Email – Contents of receipt that gets sent to customer summarizing their yearly transactions with the organization.